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RILY B. Riley Financial

Fund Manager Fund Series #Holdings $Fund Size $Holding % of Fund Position As Of
Capitol Series Trust FULLER & THALER BEHAVIORAL MICRO-CAP EQUITY FUND
FTMSX
69 13.73M 440.79K 3.22 Long Sep 2021
EntrepreneurShares Series Trust ERSHARES US SMALL CAP FUND
IMPAX
73 131.28M 2.95M 2.31 Long Sep 2021
SPDR SERIES TRUST SPDR(R) S&P Capital Markets ETF
KCE
66 178.95M 3.04M 1.70 Long Sep 2021
Trust for Advised Portfolios Ziegler Piermont Small Cap Value Fund
ZPSVX
111 3.42M 37.75K 1.12 Long Jun 2021
ANCORA TRUST Ancora/Thelen Small-Mid Cap Fund
AATIX, AATSX
89 174.45M 1.92M 1.11 Long Sep 2021
Nuveen Investment Trust Nuveen NWQ Multi-Cap Value Fund
NQVAX, NQVCX, NQVRX
60 83.52M 876.86K 1.10 Long Sep 2021
Dunham Funds Dunham Small Cap Value Fund
DASVX, DCSVX, DNSVX
103 89.22M 859.92K 0.97 Long Oct 2021
Manager Directed Portfolios Hood River Small-Cap Growth Fund
HRSMX, HRSRX, HRSIX
100 1.52B 11.08M 0.94 Long Sep 2021
FORUM FUNDS II ACUITAS US MICROCAP FUND
AFMCX
218 58.94M 537.85K 0.91 Long Sep 2021
Invesco Exchange-Traded Fund Trust Invesco S&P SmallCap Value with Momentum ETF
XSVM
119 504.73M 3.92M 0.86 Long Oct 2021
First Eagle Funds First Eagle Small Cap Opportunity Fund
FESRX, FESAX, FESCX
224 106.65M 867.09K 0.84 Long Oct 2021
ROYCE FUND Royce Micro-Cap Fund
RYOTX, RYMCX, RMCFX
132 407.88M 3.38M 0.84 Long Sep 2021
ROYCE CAPITAL FUND Royce Capital Fund - Micro-Cap Portfolio
RCMCX, RCMSX
128 179.71M 1.46M 0.82 Long Sep 2021
Invesco Exchange-Traded Fund Trust Invesco S&P SmallCap Momentum ETF
XSMO
120 215.25M 1.5M 0.82 Long Oct 2021
WisdomTree Trust WisdomTree U.S. SmallCap Quality Dividend Growth Fund
DGRS
216 196.56M 1.5M 0.78 Long Sep 2021
Legg Mason ETF Investment Trust Legg Mason Small-Cap Quality Value ETF
SQLV
250 19.5M 126.62K 0.65 Long Oct 2021
AdvisorShares Trust AdvisorShares Dorsey Wright Micro-Cap ETF
DWMC
164 10.17M 56.44K 0.59 Long Sep 2021
First Trust Exchange-Traded AlphaDEX Fund First Trust Small Cap Growth AlphaDEX Fund
FYC
265 355.19M 2.05M 0.59 Long Oct 2021
ETF Series Solutions Vident Core U.S. Equity Fund
VUSE
229 544.73M 2.47M 0.56 Long Nov 2021
Bridgeway Funds, Inc. Small-Cap Value Fund
BRSVX
175 377.56M 1.78M 0.51 Long Sep 2021
EXCHANGE TRADED CONCEPTS TRUST 6 Meridian Low Beta Equity Strategy ETF
SIXL
243 137.3M 678.67K 0.50 Long Nov 2021
ROYCE FUND Royce Opportunity Fund
ROFCX, RYPNX, RYOFX, ROFIX, ROFRX
262 1.94B 9.12M 0.47 Long Sep 2021
Invesco Exchange-Traded Fund Trust II Invesco S&P SmallCap Financials ETF
PSCF
164 55.48M 213.14K 0.42 Long Aug 2021
iShares Trust iShares U.S. Broker-Dealers & Securities Exchanges ETF
IAI
28 876.61M 3.53M 0.40 Long Sep 2021
American Century Quantitative Equity Funds, Inc. Small Company Fund
ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX
240 209.94M 802.35K 0.38 Long Sep 2021
Invesco Exchange-Traded Fund Trust Invesco Zacks Multi-Asset Income ETF
CVY
152 136.34M 465.22K 0.36 Long Oct 2021
Lattice Strategies Trust Hartford Multifactor Small Cap ETF
ROSC
332 24.8M 76.63K 0.31 Long Sep 2021
WisdomTree Trust WisdomTree U.S. SmallCap Dividend Fund
DES
573 1.82B 5.3M 0.30 Long Sep 2021
First Trust Exchange-Traded AlphaDEX Fund First Trust Small Cap Core AlphaDEX Fund
FYX
528 968.18M 2.82M 0.29 Long Oct 2021
ALPS ETF TRUST Barrons 400 ETF
BFOR
398 149.72M 411.79K 0.28 Long Aug 2021
IndexIQ ETF Trust IQ Chaikin U.S. Small Cap ETF
CSML
488 227.62M 592.48K 0.26 Long Oct 2021
Principal Exchange-Traded Funds Principal U.S. Small-Cap Adaptive Multi-Factor ETF
PLTL
537 6.26M 16.41K 0.26 Long Sep 2021
Invesco Exchange-Traded Fund Trust Invesco BuyBack AchieversTM ETF
PKW
106 2.02B 4.64M 0.26 Long Oct 2021
RUSSELL INVESTMENT CO U.S. Small Cap Equity Fund
REBYX, RLACX, RLECX, RLESX, RSCRX, RUNTX
1,182 1.62B 3.8M 0.25 Long Oct 2021
VANGUARD WELLINGTON FUND VANGUARD U.S. MULTIFACTOR ETF
VFMF
590 102.02M 245.25K 0.24 Long Aug 2021
First Trust Exchange-Traded Fund VIII First Trust Active Factor Small Cap ETF
AFSM
317 2.67M 6.42K 0.24 Long Aug 2021
VANGUARD WELLINGTON FUND VANGUARD U.S. MULTIFACTOR FUND
VFMFX
625 44.39M 105.65K 0.24 Long Aug 2021
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
1,102 142M 308.23K 0.24 Long Aug 2021
iShares Trust iShares Factors US Small Blend Style ETF
STSB
838 8.1M 16.53K 0.22 Long Jun 2021
Timothy Plan Timothy Plan US Small Cap Core ETF
TPSC
465 51.17M 112.29K 0.22 Long Sep 2021
Victory Portfolios II VictoryShares USAA MSCI USA Small Cap Value Momentum Blend Index ETF
USVM
527 302.68M 636.27K 0.22 Long Sep 2021
RUSSELL INVESTMENT FUNDS U.S. Small Cap Equity Fund
RIFBX
1,185 269.48M 527.4K 0.21 Long Sep 2021
Fidelity Rutland Square Trust II Strategic Advisers Small-Mid Cap Fund
FSCFX
1,022 10.11B 19.22M 0.20 Long Nov 2021
AQR Funds AQR Small Cap Momentum Style Fund
ASMOX, ASMNX, QSMRX
661 287.65M 532.25K 0.19 Long Sep 2021
VANGUARD HORIZON FUNDS VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
VSTCX
567 1.62B 3.11M 0.19 Long Sep 2021
Invesco Exchange-Traded Fund Trust Invesco S&P SmallCap 600 Equal Weight ETF
EWSC
604 83.55M 139.16K 0.19 Long Oct 2021
Invesco Exchange-Traded Fund Trust II Invesco S&P SmallCap 600 Revenue ETF
RWJ
592 708.75M 1.21M 0.19 Long Aug 2021
Principal Exchange-Traded Funds Principal U.S. Small-Cap Multi-Factor ETF
PSC
511 1.59B 2.82M 0.18 Long Sep 2021
American Century ETF Trust Avantis U.S. Small Cap Value ETF
AVUV
669 2.09B 3.61M 0.18 Long Nov 2021
VANGUARD ADMIRAL FUNDS VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND
VIOG
338 567.6M 906.22K 0.16 Long Aug 2021
ProFunds Small-Cap Growth
SGPIX, SGPSX
338 7.3M 11.47K 0.16 Long Oct 2021
First Trust Exchange-Traded Fund VI Small Cap US Equity Select ETF
RNSC
332 15.51M 23.97K 0.16 Long Sep 2021
Victory Portfolios II VictoryShares US Discovery Enhanced Vol Wtd ETF
CSF
506 67.03M 96.18K 0.15 Long Sep 2021
Victory Portfolios II VictoryShares US Small Cap Volatility WTD ETF
CSA
505 25.87M 37.43K 0.15 Long Sep 2021
SHELTON FUNDS S&P SmallCap Index Fund
SMCIX, SMLKX
593 67.38M 88.27K 0.14 Long Nov 2021
iShares Trust iShares S&P Small-Cap 600 Growth ETF
IJT
341 7.07B 8.39M 0.13 Long Sep 2021
SPDR SERIES TRUST SPDR(R) S & P 600 Small Cap Growth ETF
SLYG
337 2.41B 3.12M 0.13 Long Sep 2021
Forethought Variable Insurance Trust Global Atlantic BlackRock Disciplined Small Cap Portfolio
730 20.47M 27.26K 0.13 Long Jun 2021
ProFunds ProFund VP Small-Cap Growth
342 24.61M 32.59K 0.13 Long Sep 2021
VANGUARD WELLINGTON FUND VANGUARD U.S. LIQUIDITY FACTOR ETF
VFLQ
800 53.18M 67.44K 0.13 Long Aug 2021
Optimum Fund Trust Optimum Small-Mid Cap Value Fund
OASVX, OCSVX, OISVX
264 751.3M 938.74K 0.13 Long Sep 2021
Invesco Exchange-Traded Fund Trust II Invesco S&P SmallCap 600 QVM Multi-Factor ETF
534 51.21M 62.39K 0.12 Long Aug 2021
WisdomTree Trust WisdomTree U.S. SmallCap Fund
EES
683 601.65M 709.9K 0.12 Long Sep 2021
American Century ETF Trust Avantis U.S. Small Cap Value Fund
AVUVX, AVCNX
672 329.58M 381.03K 0.12 Long Nov 2021
Columbia Funds Series Trust Columbia Small Cap Index Fund
NMSAX, NMSCX, CXXRX, CSPYX
603 4.32B 5.02M 0.12 Long Nov 2021
First Trust Exchange-Traded AlphaDEX Fund First Trust Multi Cap Growth AlphaDEX Fund
FAD
677 260.77M 299.97K 0.12 Long Oct 2021
VANGUARD ADMIRAL FUNDS VANGUARD S&P SMALL-CAP 600 INDEX FUND
VIOO, VSMSX
607 3.69B 4.03M 0.11 Long Aug 2021
BNY Mellon Index Funds, Inc. BNY Mellon Smallcap Stock Index Fund
DISSX, DISIX
605 1.94B 2.12M 0.11 Long Oct 2021
Principal Funds, Inc SmallCap S&P 600 Index Fund
PSAPX, PSSMX, PSSPX, PSSSX, PSSIX, PSSJX, PSPIX
605 1.44B 1.54M 0.11 Long Oct 2021
VANGUARD MONTGOMERY FUNDS VANGUARD MARKET NEUTRAL FUND
VMNFX, VMNIX
528 558.81M 309.43K 0.11 Long Sep 2021
iShares Trust iShares MSCI USA Small-Cap Multifactor ETF
SMLF
478 1.21B 1.13M 0.10 Long Oct 2021
BlackRock Funds BlackRock Advantage Small Cap Core Fund
BDSIX, BDSAX, BDSCX, BDSKX
744 4.68B 4.42M 0.10 Long Nov 2021
iShares Trust iShares ESG Screened S&P Small-Cap ETF
XJR
571 19.72M 16.83K 0.10 Long Sep 2021
ROYCE FUND Royce Pennsylvania Mutual Fund
PENNX, RYPCX, RYPFX, RPMRX, RPMIX
300 2.14B 1.99M 0.09 Long Sep 2021
Ohio National Fund, Inc. ON AB Small Cap Portfolio
493 168.11M 157.64K 0.09 Long Sep 2021
BNY Mellon Investment Portfolios Small Cap Stock Index Portfolio
605 697.57M 654.34K 0.09 Long Sep 2021
JNL Series Trust JNL Small Cap Index Fund
605 2.92B 2.68M 0.09 Long Sep 2021
Allianz Variable Insurance Products Trust AZL Small Cap Stock Index Fund
604 879.55M 794.44K 0.09 Long Sep 2021
SPDR SERIES TRUST SPDR(R) Portfolio S&P 600 Small Cap ETF
SPSM
618 4.26B 3.83M 0.09 Long Sep 2021
SPDR SERIES TRUST SPDR(R) S & P 600 Small Cap ETF
SLY
605 1.78B 1.59M 0.09 Long Sep 2021
iShares Trust iShares Core S&P Small-Cap ETF
IJR
607 74.65B 62.82M 0.09 Long Sep 2021
Mutual of America Variable Insurance Portfolios Mutual of America VIP Small Cap Equity Index Portfolio
605 7.37M 6.67K 0.09 Long Sep 2021
VANGUARD WELLINGTON FUND VANGUARD U.S. MOMENTUM FACTOR ETF
VFMO
765 155.24M 141.37K 0.09 Long Aug 2021
Prudential Series Fund PSF Small-Cap Stock Index Portfolio
606 1.21B 897.41K 0.09 Long Sep 2021
VANGUARD TAX-MANAGED FUNDS VANGUARD TAX-MANAGED SMALL-CAP FUND
VTMSX, VTSIX
603 9.07B 8.14M 0.09 Long Sep 2021
GREAT-WEST FUNDS INC Great-West S&P Small Cap 600 Index Fund
MXISX, MXNSX, MXERX
615 845.87M 755.24K 0.09 Long Sep 2021
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 VALUE INDEX FUND
VTWV, VRTVX
1,460 1.24B 1.11M 0.09 Long Aug 2021
Mutual of America Investment Corp INV CORP SMALL CAP EQ INDEX FD
605 133.22M 119.32K 0.09 Long Sep 2021
NORTHWESTERN MUTUAL SERIES FUND INC Index 600 Stock Portfolio
607 414.38M 367.64K 0.09 Long Sep 2021
Thrivent Series Funds, Inc. THRIVENT SMALL CAP INDEX PORTFOLIO
606 859.13M 763.39K 0.09 Long Sep 2021
ProShares Trust ProShares Ultra SmallCap600
SAA
610 42.13M 35.54K 0.09 Long Nov 2021
Goldman Sachs ETF Trust Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
GSSC
1,438 417.73M 357.91K 0.09 Long Aug 2021
Northern Funds Northern Small Cap Value Fund
NOSGX
571 2.64B 2.22M 0.08 Long Sep 2021
Fidelity Salem Street Trust Fidelity Small Cap Value Index Fund
FISVX
1,433 830.06M 621.57K 0.08 Long Sep 2021
iShares Trust iShares Russell 2000 Value ETF
IWN
1,435 17.68B 13M 0.08 Long Sep 2021
PACIFIC SELECT FUND PD Small-Cap Value Index Portfolio
1,429 210.12M 174.11K 0.08 Long Sep 2021
Janus Detroit Street Trust Janus Henderson Small Cap Growth Alpha ETF
JSML
217 162.46M 122.11K 0.08 Long Oct 2021
USAA Mutual Funds Trust Small Cap Stock Fund
USCAX, UISCX
604 1.59B 1.18M 0.08 Long Oct 2021
SYNTAX ETF TRUST Syntax Stratified SmallCap ETF
602 22.03M 16.83K 0.08 Long Sep 2021
GPS Funds I GuideMark Small/Mid Cap Core Fund
GMSMX, GISMX
1,699 130.92M 79.59K 0.07 Long Sep 2021
J.P. Morgan Exchange-Traded Fund Trust JPMorgan Diversified Return U.S. Small Cap Equity ETF
JPSE
630 195.88M 126.34K 0.07 Long Oct 2021
RUSSELL INVESTMENT CO Tax-Managed U.S. Mid & Small Cap Fund
RTSSX, RTSCX, RTSAX, RTOUX
967 1.45B 969.27K 0.07 Long Oct 2021
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT SMALL CAP FUND
SLPAX
899 269.85M 180.02K 0.07 Long Nov 2021
Transamerica ETF Trust DeltaShares(R) S&P 600 Managed Risk ETF
DMRS
606 45.09M 29.22K 0.07 Long Sep 2021
VANGUARD ADMIRAL FUNDS VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND
VIOV, VSMVX
480 1.42B 944.63K 0.07 Long Aug 2021
JNL Series Trust JNL/DFA U.S. Small Cap Fund
1,897 491.95M 321.3K 0.07 Long Sep 2021
ProFunds Small-Cap Value
SVPIX, SVPSX
475 16.76M 10.82K 0.07 Long Oct 2021
Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF
GINN
464 506.41M 304.83K 0.06 Long Aug 2021
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT SMALL CAP II FUND
SECAX
702 433.46M 252.34K 0.06 Long Nov 2021
Janus Detroit Street Trust Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
267 207.82M 119.24K 0.06 Long Oct 2021
VANGUARD WELLINGTON FUND VANGUARD U.S. QUALITY FACTOR ETF
VFQY
773 112.26M 64.23K 0.06 Long Aug 2021
AMERICAN BEACON FUNDS American Beacon Small Cap Value Fund
AVFIX, AVPAX, AASSX, ABSYX, ABSAX, ASVCX, AASRX
723 5.97B 3.39M 0.06 Long Oct 2021
iShares Trust iShares S&P Small-Cap 600 Value ETF
IJS
483 9.13B 4.8M 0.05 Long Sep 2021
ProFunds ProFund VP Small-Cap Value
477 26.92M 14.7K 0.05 Long Sep 2021
WisdomTree Trust WisdomTree U.S. High Dividend Fund
DHS
315 790.21M 425.21K 0.05 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Small Cap Growth Portfolio
527 1.08B 522.19K 0.05 Long Oct 2021
VALIC Co I Small Cap Index Fund
VCSLX
2,024 1.36B 698.19K 0.05 Long Nov 2021
Meeder Funds Meeder Balanced Fund
FLDFX, BLNIX, BLNAX
719 418.15M 215.97K 0.05 Long Sep 2021
SPDR SERIES TRUST SPDR(R) S & P 600 Small Cap Value ETF
SLYV
480 4.06B 2.09M 0.05 Long Sep 2021
SEI INSTITUTIONAL MANAGED TRUST SIMT Small Cap Fund
SLLAX, SMYFX
686 704.46M 350.76K 0.05 Long Sep 2021
VERICIMETRY FUNDS Vericimetry U.S. Small Cap Value Fund
VYSVX
854 161.81M 77.93K 0.05 Long Sep 2021
ProShares Trust ProShares UltraPro Russell2000
URTY
2,024 552.31M 191.87K 0.05 Long Nov 2021
TIAA-CREF Funds TIAA-CREF Small-Cap Blend Index Fund
TISBX, TRBIX, TRHBX
2,030 4.78B 2.24M 0.05 Long Oct 2021
Invesco Exchange-Traded Fund Trust Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
1,460 2.17B 901.63K 0.05 Long Oct 2021
SCHWAB CAPITAL TRUST Schwab Small-Cap Index Fund
SWSSX
2,030 6.69B 3.12M 0.05 Long Oct 2021
Nationwide Mutual Funds Nationwide Small Cap Index Fund
GMRAX, GMRCX, GMRIX, GMSRX, NWXRX
2,009 303.7M 135.44K 0.05 Long Oct 2021
Fidelity Salem Street Trust Fidelity Small Cap Index Fund
FSSNX
2,024 25.31B 10.61M 0.05 Long Oct 2021
Fidelity Salem Street Trust Fidelity Flex Small Cap Index Fund
FLXSX
2,017 249.22M 110K 0.05 Long Oct 2021
Voya VARIABLE PORTFOLIOS INC VOYA INDEX PLUS SMALLCAP PORTFOLIO
IPSIX, IPSSX
513 274.12M 123.04K 0.05 Long Sep 2021
SUNAMERICA SERIES TRUST SA Small Cap Index Portfolio
2,039 329.06M 147.19K 0.04 Long Oct 2021
Meeder Funds Meeder Muirfield Fund
FLMFX, FLMAX, FLMIX
731 624.61M 269.16K 0.04 Long Sep 2021
First Trust Exchange-Traded Fund First Trust Total US Market AlphaDEX ETF
TUSA
1,202 21.42M 9.33K 0.04 Long Sep 2021
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 INDEX FUND
VRTIX, VTWO
2,072 6.84B 2.99M 0.04 Long Aug 2021
Voya VARIABLE PORTFOLIOS INC VOYA RUSSELLTM SMALL CAP INDEX PORTFOLIO
IRSIX, IIRSX, IRSSX, IRCIX, VRSPX
1,951 1.26B 489.62K 0.04 Long Sep 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP SSGA Small-Cap Index Fund
2,038 2.59B 1.08M 0.04 Long Sep 2021
PACIFIC SELECT FUND Small-Cap Equity Portfolio
1,454 463.68M 192.65K 0.04 Long Sep 2021
BlackRock Variable Series Funds, Inc. BlackRock Small Cap Index V.I. Fund
2,021 375.49M 144.12K 0.04 Long Sep 2021
iShares Trust iShares Russell 2000 ETF
IWM
2,038 82.04B 27.62M 0.04 Long Sep 2021
EQ Advisors Trust 1290 VT Small Cap Value Portfolio
1,473 438.23M 176.29K 0.04 Long Sep 2021
ProShares Trust ProShares Ultra Russell2000
UWM
2,029 357.55M 114.13K 0.04 Long Nov 2021
Nationwide Variable Insurance Trust NVIT Small Cap Index Fund
2,026 420.79M 157.05K 0.04 Long Sep 2021
EQ Advisors Trust EQ/Small Company Index Portfolio
1,838 1.56B 606.58K 0.04 Long Sep 2021
MASSMUTUAL SELECT FUNDS MM Russell 2000 Small Cap Index Fund
MCJAX, MCJZX, MCJIX, MCJSX, MCJYX, MCJFX, MCJTX
2,037 315.42M 124.1K 0.04 Long Sep 2021
Northern Funds Northern Small Cap Index Fund
NSIDX
2,040 1.59B 639.88K 0.04 Long Sep 2021
T. ROWE PRICE INDEX TRUST, INC. T. Rowe Price Small-Cap Index Fund
TRZIX
2,037 86.9M 32.83K 0.04 Long Sep 2021
PACIFIC SELECT FUND Small-Cap Index Portfolio
2,015 836.84M 335.52K 0.04 Long Sep 2021
Quantitative Master Series LLC Master Small Cap Index Series
2,026 5.2B 1.81M 0.04 Long Sep 2021
John Hancock Variable Insurance Trust Small Cap Index Trust
JESIX
1,821 666.19M 265.98K 0.04 Long Sep 2021
DEUTSCHE DWS INVESTMENTS VIT FUNDS DWS Small Cap Index VIP
2,036 551.4M 177.42K 0.04 Long Sep 2021
Calvert Variable Products, Inc. Calvert VP Russell 2000 Small Cap Index Portfolio
2,038 249.25M 93.87K 0.04 Long Sep 2021
EQ Advisors Trust ATM Small Cap Managed Volatility Portfolio
2,040 1.42B 521.21K 0.04 Long Sep 2021
EQ Advisors Trust EQ/2000 Managed Volatility Portfolio
2,026 4.75B 1.7M 0.04 Long Sep 2021
Brighthouse Funds Trust II MetLife Russell 2000 Index Portfolio
1,821 1.24B 387.48K 0.04 Long Sep 2021
Penn Series Funds Inc Penn Series Small Cap Index Fund
2,012 96.56M 35.42K 0.04 Long Sep 2021
iShares Trust iShares Morningstar Small-Cap Growth ETF
ISCG
1,280 601.61M 163.89K 0.03 Long Oct 2021
ProFunds UltraSmall-Cap
UAPIX, UAPSX
2,031 86.94M 28.16K 0.03 Long Oct 2021
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF
IUSS
1,245 41.78M 12.19K 0.03 Long Aug 2021
HC Capital Trust The Small Capitalization - Mid Capitalization Equity Portfolio
HCCEX
1,068 95.18M 29.11K 0.03 Long Sep 2021
SEASONS SERIES TRUST SA Multi-Managed Small Cap Portfolio
966 248.7M 75.81K 0.03 Long Sep 2021
SCHWAB STRATEGIC TRUST Schwab U.S. Small-Cap ETF
SCHA
1,743 16.69B 4.97M 0.03 Long Nov 2021
iShares Trust iShares Morningstar Small-Cap ETF
ISCB
2,046 290.07M 72.3K 0.03 Long Oct 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. MICRO CAP PORTFOLIO
DFSCX
1,620 8.33B 2.16M 0.03 Long Oct 2021
American Century ETF Trust Avantis U.S. Equity ETF
AVUS
2,058 1.68B 472.09K 0.03 Long Nov 2021
ProFunds ProFund VP Small-Cap
2,036 15.88M 4.19K 0.03 Long Sep 2021
iShares Trust iShares Morningstar Small-Cap Value ETF
ISCV
1,287 450.32M 104.05K 0.02 Long Oct 2021
VANGUARD HORIZON FUNDS VANGUARD STRATEGIC EQUITY FUND
VSEQX
510 7.87B 1.92M 0.02 Long Sep 2021
ProFunds Small-Cap
SLPIX, SLPSX
2,031 6.5M 1.58K 0.02 Long Oct 2021
WisdomTree Trust WisdomTree U.S. Total Dividend Fund
DTD
663 928.4M 211.54K 0.02 Long Sep 2021
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT EXTENDED MARKET INDEX FUND
SMXAX
2,538 1.78B 379.41K 0.02 Long Nov 2021
EQ Advisors Trust EQ/AB Small Cap Growth Portfolio
1,579 2.42B 507.74K 0.02 Long Sep 2021
Steward Funds Inc Steward Small-Mid Cap Enhanced Index Fund
TRDFX, SCECX, SSMEX, SSMOX
967 268.72M 55.18K 0.02 Long Oct 2021
BlackRock Funds iShares Russell Small/Mid-Cap Index Fund
2,529 592.84M 101.69K 0.02 Long Oct 2021
FIDELITY COVINGTON TRUST Fidelity MSCI Financials Index ETF
FNCL
386 1.95B 379.94K 0.02 Long Oct 2021
Invesco Exchange-Traded Fund Trust II Invesco PureBetaSM MSCI USA Small Cap ETF
PBSM
1,866 46.12M 8.06K 0.02 Long Aug 2021
ProFunds ProFund VP UltraSmall-Cap
2,038 29.95M 5.73K 0.02 Long Sep 2021
Northern Funds Northern Small Cap Core Fund
1,641 539.45M 101.96K 0.02 Long Sep 2021
VANGUARD WORLD FUND VANGUARD FINANCIALS INDEX FUND
VFAIX, VFH
400 11.77B 2.16M 0.02 Long Aug 2021
Variable Insurance Products Fund II VIP Extended Market Index Portfolio
2,148 194.38M 32.29K 0.02 Long Sep 2021
Fidelity Concord Street Trust Fidelity ZERO Extended Market Index Fund
FZIPX
2,135 1.48B 238.41K 0.02 Long Oct 2021
FlexShares Trust FlexShares Morningstar US Market Factor Tilt Index Fund
TILT
2,265 1.88B 290.44K 0.02 Long Oct 2021
EQ Advisors Trust EQ/Franklin Small Cap Value Managed Volatility Portfolio
2,042 373.41M 61.22K 0.02 Long Sep 2021
Fidelity Concord Street Trust Fidelity Extended Market Index Fund
FSMAX
3,548 45.38B 6.72M 0.02 Long Nov 2021
Fidelity Commonwealth Trust Fidelity Nasdaq Composite Index ETF
ONEQ
1,019 5.05B 761.68K 0.02 Long Nov 2021
STATE STREET INSTITUTIONAL INVESTMENT TRUST STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
SSMHX
2,562 1.49B 214.55K 0.01 Long Sep 2021
ProShares Trust ProShares Hedge Replication ETF
HDG
2,024 44.82M 5.88K 0.01 Long Nov 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Core 1 Portfolio
2,138 5.86B 702.2K 0.01 Long Oct 2021
VANGUARD INDEX FUNDS VANGUARD EXTENDED MARKET INDEX FUND
VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX
3,639 112.02B 12.89M 0.01 Long Sep 2021
American Century ETF Trust Avantis U.S. Equity Fund
AVUSX, AVUNX
2,226 334.28M 36.7K 0.01 Long Nov 2021
MORGAN STANLEY PATHWAY FUNDS Small-Mid Cap Equity Fund
TSGUX
2,597 646.39M 58.46K 0.01 Long Nov 2021
Principal Funds, Inc SmallCap Value Fund II
PJARX, PLARX, PSTWX, PCPTX, PPVIX, PSMJX, PSMVX
1,548 1.42B 122.54K 0.01 Long Oct 2021
Fidelity Concord Street Trust Fidelity Nasdaq Composite Index Fund
FNCMX
3,236 14.59B 1.22M 0.01 Long Nov 2021
Meeder Funds Meeder Conservative Allocation Fund
FLRUX, IFAIX, IFAAX
693 145.19M 10.92K 0.01 Long Sep 2021
Variable Insurance Products Fund II VIP Disciplined Small Cap Portfolio
627 447.35M 26.86K 0.01 Long Sep 2021
Bridge Builder Trust Bridge Builder Small/Mid Cap Value Fund
BBVSX
2,259 7.02B 444.22K 0.01 Long Sep 2021
JNL Series Trust JNL/DFA U.S. Core Equity Fund
2,146 1.49B 89.56K 0.01 Long Sep 2021
Master Investment Portfolio Diversified Equity Master Portfolio
2,740 1B 48.12K 0.01 Long Sep 2021
Humankind Benefit Corp Humankind U.S. Stock ETF
990 94.93M 5.02K 0.01 Long Sep 2021
SPDR SERIES TRUST SPDR S&P 1500 Momentum Tilt ETF
MMTM
1,441 86.9M 4.43K 0.01 Long Sep 2021
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC State Street Total Return V.I.S. Fund
SSTIX, SSTTX
6,906 1.83B 64.94K 0.00 Long Sep 2021
Prudential Investment Portfolios 2 PGIM QMA US Broad Market Index Fund
PQBMX
1,512 62.22M 2.22K 0.00 Long Oct 2021
TIAA-CREF Funds TIAA-CREF Equity Index Fund
TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX
2,970 35.54B 1.09M 0.00 Long Oct 2021
iShares Trust iShares Russell 3000 ETF
IWV
2,712 12.06B 343.85K 0.00 Long Sep 2021
Fidelity Concord Street Trust Fidelity Total Market Index Fund
FSKAX
3,866 75B 2.14M 0.00 Long Nov 2021
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 3000 INDEX FUND
VRTTX, VTHR
3,054 2.28B 65.02K 0.00 Long Aug 2021
SCHWAB STRATEGIC TRUST Schwab U.S. Broad Market ETF
SCHB
2,499 23.12B 653.51K 0.00 Long Nov 2021
BlackRock Funds iShares Total U.S. Stock Market Index Fund
2,940 2.76B 73.52K 0.00 Long Oct 2021
Fidelity Concord Street Trust Fidelity Series Total Market Index Fund
FCFMX
3,987 46.62B 1.24M 0.00 Long Nov 2021
SCHWAB CAPITAL TRUST Schwab Total Stock Market Index Fund
SWTSX
3,419 18.26B 487K 0.00 Long Oct 2021
Fidelity Concord Street Trust Fidelity ZERO Total Market Index Fund
FZILX
2,650 12.46B 326.98K 0.00 Long Oct 2021
SPDR SERIES TRUST SPDR(R) Portfolio S&P 1500 Composite Stock Market ETF
SPTM
1,531 5.34B 140.4K 0.00 Long Sep 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 1 Fund
1,966 1.63B 41.45K 0.00 Long Sep 2021
College Retirement Equities Fund College Retirement Equities Fund - Equity Index Account
QCEQRX, QCEQPX, QCEQIX
2,827 24.05B 604.57K 0.00 Long Sep 2021
ADVISORS' INNER CIRCLE III Knights of Columbus U.S. ALL CAP INDEX FUND
KCXIX
2,462 41.67M 1K 0.00 Long Oct 2021
Variable Insurance Products Fund II VIP Total Market Index Portfolio
2,661 506.75M 11.39K 0.00 Long Sep 2021
John Hancock Variable Insurance Trust Strategic Equity Allocation Trust
3,438 8.98B 202.51K 0.00 Long Sep 2021
Allianz Variable Insurance Products Trust AZL DFA U.S. Core Equity Fund
2,087 462.72M 10.33K 0.00 Long Sep 2021
iShares Trust iShares Core S&P Total U.S. Stock Market ETF
ITOT
3,710 43.32B 927.7K 0.00 Long Sep 2021
TIAA Separate Account VA-1 TIAA Separate Account VA-1 - Stock Index Account
2,914 1.32B 29.17K 0.00 Long Sep 2021
VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET INDEX FUND
VTSMX, VTSAX, VITSX, VTI, VSMPX, VSTSX
4,040 1.26T 27.88M 0.00 Long Sep 2021
VANGUARD INSTITUTIONAL INDEX FUNDS VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
VITNX, VITPX
3,706 34.75B 752.94K 0.00 Long Sep 2021
TIAA-CREF Life Funds TIAA-CREF Life Stock Index Fund
TLSTX
3,004 769.9M 16.18K 0.00 Long Sep 2021
Nationwide Mutual Funds Nationwide Multi-Cap Portfolio
4,061 2.52B 50.45K 0.00 Long Oct 2021
John Hancock Funds II Strategic Equity Allocation Fund
4,285 8.52B 147.92K 0.00 Long Aug 2021
Dimensional ETF Trust Dimensional U.S. Small Cap ETF
2,012 4.41B 62.27K 0.00 Long Oct 2021
Dimensional ETF Trust Dimensional US Core Equity Market ETF
DFAU
2,501 1.34B 14.05K 0.00 Long Oct 2021
College Retirement Equities Fund College Retirement Equities Fund - Stock Account
QCSTRX, QCSTPX, QCSTIX
10,127 137.03B 1.39M 0.00 Long Sep 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. VECTOR EQUITY PORTFOLIO
DFVEX
2,414 5.45B 53.67K 0.00 Long Oct 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 2 Fund
2,189 888.51M 8.86K 0.00 Long Sep 2021
VANGUARD VALLEY FORGE FUNDS VANGUARD BALANCED INDEX FUND
VBINX, VBIAX, VBAIX
15,515 58.51B 572.33K 0.00 Long Sep 2021
VANGUARD QUANTITATIVE FUNDS VANGUARD GROWTH AND INCOME FUND
VQNPX, VGIAX
1,551 13.05B 59.04K 0.00 Long Sep 2021
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF
2,591 14.66B 60.19K 0.00 Long Oct 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP PORTFOLIO
DFSTX
2,026 18.21B 40.63K 0.00 Long Oct 2021
Dimensional ETF Trust Dimensional U.S. Equity ETF
2,211 6.1B 14.12K 0.00 Long Oct 2021